thread Transaction report showing customer name, address, email, phone, paid (all collected during sale) in Archived Discussions (Read Only)

Transaction report showing customer name, address, email, phone, paid (all collected during sale)

seejanebird — Fri, 20 Sep 2019 21:52:51 GMT

How do I create a transaction report showing customer name, address, phone, email, amount paid (all collected at time of sale)? I want to use this info to add to our membership list which is kept in Excel.

Re: Transaction report showing customer name, address, email, phone, paid (all collected during s...

kellyj — Sun, 22 Sep 2019 16:39:42 GMT

@seejanebird

The Transactions CSV might be the best report for you to.

Head to your Squareup.com Dashboard > Transactions > Export > Transactions CSV

Most of the information you'd like to include is in this CSV - but check out the Item Detail CSV as well if you need other information that isn't in the Transaction CSV.